Mandate Presentations

How to use the system

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A mandate presentation is your pitch to a seller: 19 slides that combine live Pam Golding data with your own story, presented on screen or shared as a link. This guide covers the whole journey — from opening a presentation to reading what your client looked at. For any single slide, the ⓘ next to its name in the builder answers the same questions in one place.

Getting in

Most presentations start in Alchemy: create the digital presentation there and it opens here in the builder, already filled with the property, the client and your own profile. The very first open does the heavy lifting — pulling comparable sales, buyer counts and live stock — so give it up to half a minute; every open after that is instant.

You can also start from scratch with New Presentation on the dashboard, for the rare case with no Alchemy record behind it. Everything is then yours to fill in by hand.

You sign in with your Alchemy account. What you see on the dashboard follows your role — your own presentations, and your office’s where your role covers it.

The dashboard

Each card is one presentation. Edit opens the builder, View shows exactly what your client sees, Stats shows how a shared link has been read. A Shared badge means a client link exists for it.

The builder at a glance

Sections on the left, a live preview on the right. They stay in step both ways: click a section to edit it and the preview scrolls to that slide; click a slide in the preview and its editor opens. The preview has a desktop and a mobile view — worth a glance before sharing, since many clients read these on a phone.

Your work autosaves as you go. The Save button does something more: it commits a named version you can roll back to from the history menu. Save before a big experiment, and nothing is ever lost.

Every section has a voice-over control — record a short note in your own voice and your client hears it as they reach that slide. The mic count in the header shows how many slides have one.

The shape of the deck

The deck is a fixed story: every seller sees the same 19 slides in the same order. Only Dynamic Pricing can be moved, and only Community Events and Passion Projectscan be switched off — they are the two personal showcases not every agent has material for. If you leave them enabled but empty, they stay out of your client’s presentation automatically; a blank page never ships.

The dot next to each section is its state, and a “Needs input” chip means the slide is still missing something a client would notice. Work top to bottom until the chips are gone.

Three kinds of content

Alchemy-fed. 11 of the 19sections carry the “Alchemy” badge: their content is the property’s or the agent’s record, not typing. That is why some facts have no edit field — fix them in Alchemy and they are right here and everywhere else.

Chosen, not typed.Where the slide makes a claim a client reads as fact — your portfolio, recent sales, the area’s transfers, a testimonial, your awards — you choose from the live record rather than typing. Set the scope, sort, filter, tick. A free-text box appears only where Alchemy has nothing to offer. In a partnership the pickers cover both partners: the stock lists carry both names, and each award shows whose it is.

Brand.The Pam Golding slides — the Marketing Program and National Marketing films, Dynamic Pricing’s charts, the CEO’s note — are the same on every presentation, so their content is locked. Where a heading is yours, it’s editable; the rest is design.

Working the key sections

Properties Sold.The map is drawn from the property’s real coordinates, and the comparable sales below it are ranked by how well each matches this property. Tick the ones to show — the pins and the table follow. Deeds Office comps have no asking price, so the Listing Price column appears only when a Pam Golding sale is in the mix. The “in the last…” wording on the headline is yours.

Active Buyers.Live registered-buyer counts for this property’s area and category. Pick the window — buyers active in the last 6, 12 or 18 months (12 unless you change it). The numbers are read-only because your client reads them as fact.

Marketing Program & National Marketing.Two full-screen brand films, each played with sound — click to play. They’re the same on every presentation, so only the heading is yours to change.

Images.Welcome, Your Property and The Area each carry a photo: Alchemy’s where it has one, a brand default (marked “Default”) where it doesn’t, and Browse/Upload everywhere to choose your own. Where a slide has both an image and a video, the video plays and the image is its poster — clear the video field to use the image alone.

What “Refresh” does

The Alchemy button re-pulls live market data and overwrites exactly 5 sections: Properties Sold, Total Transfers, Active Buyers, Housing Inventory and Dynamic Pricing. Everything you’ve curated is safe — it will not re-pick your comps, your portfolio, your testimonial or your awards. If you have hand-edited one of those 5, though, Refresh replaces it.

Sharing and Stats

View is the presentation as your client sees it — present from it directly in a meeting. Share creates the client link, protected by a code, and Stats then shows you what they opened, how far they got and what held their attention — useful the day before you follow up.

Every section, at a glance

The same text as each section’s ⓘ in the builder, in deck order — one source, so this table can’t drift from what the app says.

SlideWhat it is & where it comes from
WelcomeThe opening slide — the property, named for your client. The background is the property's main Alchemy photo. Swap it for any image in the gallery, the marketing library, or your own upload.
Your PropertyThe property's facts: address, tenure, erf or section, sizes. All from Alchemy. Pick which gallery photo leads the slide. The facts themselves aren't editable here — they come from the property record, so fix them in Alchemy and refresh.
The AreaSets the scene for the suburb. The area name is the property's own lowest location level in Alchemy.
Housing InventoryExplains how available stock affects the sale. The competing-stock figure is live from Alchemy, counted in your property's price zone. That figure is for your eyes only — it informs your pricing conversation and is never shown to the client.
Properties SoldComparable sales near the property, on a map and in a table. Ranked by how well each one matches this property. Tick the ones to show; the map pins and table follow your selection. The map is drawn from the property's real coordinates. Deeds Office comps have no asking price — the registry only records what a property sold for — so the Listing Price column appears only when a Pam Golding sale is included.
Total TransfersThe area's transfer history, and recent sales in it. The charts come from the Deeds Office registry (every agency and private sales). The cards are Pam Golding sales in this area — from every PGP office, not just yours, because it's the neighbourhood's activity.
Marketing ProgramA full-screen marketing film, played with sound. The film and its poster are brand assets — only the heading is yours to set.
National MarketingA full-screen marketing film, played with sound. The film and its poster are brand assets — only the heading is yours to set.
Active BuyersRegistered buyers at each level, from national down to this area. Live counts from Alchemy, over the window you choose — buyers active in the last 6, 12 or 18 months (12 unless you change it). Read-only — your client reads these as fact, so they have to be the CRM's numbers. Changing the date range re-counts them live; “Refresh” re-checks them.
Feedback to YouYour promise of what you'll report back once the mandate is live. There's no engagement data yet — the property isn't listed — so this slide is the promise, not a report. Only the heading and body are yours to write.
Dynamic PricingThe argument for pricing correctly from day one. The positioning and decay charts are the standard Pam Golding illustration, identical on every presentation — not this property's figures. Only the heading and pull quote are editable; the rest is brand design.
Current PortfolioStock this agent currently has on the market. Live “For Sale by PGP” mandates in this property's area, or just beyond it, from their office. Choose theirs or the whole office's, then sort, filter and pick. It shows the presentation's agent — not whoever is signed in — so an assistant or manager editing this still sees the agent's own stock.
Recent SalesWhat this agent has recently sold nearby. Live “Sold by PGP” mandates, same area rules as the portfolio. Sales without a surviving photograph are left out — the cards are image-led, and Pam Golding removes listing imagery a few years after a sale.
TestimonialA testimonial from one of the agent's past clients. Chosen from the testimonials on their Alchemy profile. Typed only if their profile has none — a testimonial is a claim about a real client, so it should come from the verified record. Adding it to their profile makes it reusable everywhere.
CredentialsThe agent's awards and accolades. Chosen from the awards on their Alchemy profile. In a partnership each award is listed with its agent's name, and the slide gives every partner their own row — status card first, then their awards, national before regional, newest first. Typed only if their profile has none, for the same reason as the testimonial.
Community EventsoptionalThe agent's involvement in the area. Your own tiles — images or video. Anything you add is saved to your library and reusable on future presentations. Optional — and if you leave it empty, the slide simply stays out of your client's presentation. No blank page ever ships.
Passion ProjectsoptionalWhat the agent cares about beyond selling. Your own tiles, saved to your library like community events. Optional, like Community Events — an empty slide is skipped in the client's presentation automatically.
From our CEOA word from the Pam Golding CEO. Brand content, the same on every mandate presentation.
Your AgentThe closing slide — how to reach the agent. Name, photo, phone and office details all come from Alchemy. Fix any of it in Alchemy rather than here, so it's right everywhere.

For office admins and managers

The system works the same for every role — the difference is reach. An agent sees their own presentations (and their partnership’s); office and regional roles see every presentation belonging to their office or offices. Editing someone else’s presentation always shows that agent’sstock, awards and testimonials, never your own — the pickers follow the presentation’s agent, so an assistant can safely build on an agent’s behalf.

This guide is generated from the same rules the app runs on, so counts and section names stay correct as the system evolves.